Sophisa Limited

Reference number: 1046155

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Introducer appointed representative

This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised View firm →
What does this mean?
  • An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
  • Sophisa Limited (FRN 1046155) introduces customers to St. James's Place Wealth Management Plc (FRN 195351). Any regulated advice or arranging is done by the principal, not Sophisa.
  • Example: if Sophisa refers you to a financial adviser, the advice should come from the principal firm, not from Sophisa itself.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    0141 221 4345

  • Address

    2nd Floor, 22-24 Blthswood Square, Glasgow, G2 4BG, United Kingdom

In the full report: 2 background checks

  • What kind of line 0141 221 4345 is
  • Who else gives the postcode G2 4BG
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Wallace White Accountants Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
SC486473
Company status
Active
Company type
Private limited company
Incorporated
11 September 2014 (12 years old)
Registered office
2nd Floor, 22-24 Blythswood Square, Glasgow, G2 4BG, Scotland
Nature of business
  • Accounting and auditing activities (SIC 69201)

Directors and company secretaries

Name Role Born Appointed Other companies
Martin Gerald John White Director Jul 1956 11 Sep 2014 5 other companies

Other companies run by its director

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
5
closed down
3
still active
2

In the full report: all 5 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • All 2 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 November 2024Small company accountsNot audited

Net assets

£346k

+34% from £259k

Cash at bank

£39.2k

+596% from £5,636

Employees (average)

20

+18% from 17

Owed within a year

£271k

+34% from £202k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2019 to 2024
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company SC486473. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Sophisa’s history from the FCA register and Companies House, newest first.

Key events (4) All events (8)

2026

1 May 2026

  • Maritza White became a part-owner (25–50% of shares)

Companies House

2025

13 November 2025

  • Became an introducer appointed representative

FCA register

2016

1 September 2016

  • Martin Gerald John White became the majority owner (50–75% of shares)

Companies House

2014

11 September 2014

  • Incorporated at Companies House

Companies House

In the full report: all 8 events

  • All 8 events in its history (4 shown here)
  • Every director appointment and resignation: 3
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Firms connected to Sophisa

Other FCA-listed firms that share a director, phone number or address with Sophisa. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
3
share its postcode
3

In the full report: all 3 connected firms, named

  • How each is linked: the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like Sophisa

Other firms of the same type (financial adviser), nearest first.

In Glasgow

A and A Accounting LtdGlasgowAppointed representativeA Henderson Financial Planning LtdGlasgowAppointed representativeAlexander Campbell McLaughlanGlasgowAppointed representativeAnderson Mortgages (Scotland) LimitedGlasgowAppointed representativeAnthony Blake Financial Planning LtdGlasgowAppointed representativeBlackmount Private Wealth LimitedGlasgowAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Sophisa

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 5 other companies its directors have run, named
  • 2 background checks on its contact details
  • 6 years of accounts, charted
  • All 8 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Sophisa Limited FCA authorised?
Sophisa Limited (FRN 1046155) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for Sophisa?
An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own. Sophisa Limited (FRN 1046155) introduces customers to St. James's Place Wealth Management Plc (FRN 195351). Any regulated advice or arranging is done by the principal, not Sophisa. Example: if Sophisa refers you to a financial adviser, the advice should come from the principal firm, not from Sophisa itself. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Sophisa’s phone number?
The FCA register lists the phone number 0141 221 4345 for Sophisa. If you were given different contact details, use these to check with the firm before going any further.
Is Sophisa a scam or clone?
Sophisa is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Sophisa?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Sophisa's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Sophisa?
Companies House lists 2 people with significant control of Sophisa: Mr Martin Gerald John White (50–75% of shares) and Mrs Maritza White (25–50% of shares).
Who runs Sophisa?
Companies House lists one director of Sophisa: Martin Gerald John White.
How long has Sophisa been in business?
The company was formed on 11 September 2014.
What do Sophisa’s latest accounts show?
Its latest accounts, to 30 November 2024, show net assets of £346k (+34% from £259k) and cash at bank of £39.2k (+596% from £5,636).
Does Sophisa use any other names?
It trades as Wallace White Accountants.

Sources and links

The full report on Sophisa Limited

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